Copia Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Copia Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.8K	Sell	441 -123	-22%	-$6.24K	0.01%	278
2026 Q1	$30.1K	Hold	564	–	–	0.02%	242
2025 Q4	$35.1K	Hold	564	–	–	0.03%	232
2025 Q3	$33.9K	Hold	564	–	–	0.03%	220
2025 Q2	$35.3K	Hold	564	–	–	0.03%	191
2025 Q1	$33.9K	Hold	564	–	–	0.03%	183
2024 Q4	$32.9K	Buy	+564	New	+$33.5K	0.03%	173

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Copia Wealth Management's IHI Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 22% in Q2 2026, selling an estimated $6.24K and leaving 441 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #278.

Copia Wealth Management first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.3K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Copia Wealth Management held 441 shares of iShares US Medical Devices ETF worth $21.8K as of Q2 2026.
Copia Wealth Management sold 123 iShares US Medical Devices ETF shares in Q2 2026, an estimated $6.24K.
iShares US Medical Devices ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #278 holding.
Copia Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares US Medical Devices ETF position peaked at $35.3K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.